The Fix The Investments Series Core-Satellite. Core and Explore. A rose by any other name… Often called Core and Explore, the basic portfolio construct is to have a CORE position in largeRead More…
“Long-Term Capital Management was an American hedge fund that managed more than $100 billion in assets at its peak. It was run by literal geniuses; many former university professors, two of whichRead More…
“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” –Robert Kiyosaki
“I love money! I love everything about it. I bought some pretty good stuff. Got me a $300 pair of socks. Got a fur sink. An electric dog polisher. A gasoline poweredRead More…
The Fix The Investments Series Volatile markets offer the perfect opportunity to reflect on your personal approach to investing and wealth building. October 2018 showcased the uneasiness than can develop in financialRead More…
“Money is only a tool. It will take you wherever you wish, but it will not replace you as the driver.” -Ayn Rand
“Its all about fixing the investor; the only goal is providing behavioral learning that can make you a more grounded, more productive investor…to reduce situations where you are likely to make emotionalRead More…
“We want only the facts that justify our acts—the facts that fit in conveniently with our wishful thinking and justify our preconceived prejudices!” – Dale Carnegie
Most people will go far out of their way to buy things on sale. We love discounts, except when it comes to equities. Studies have shown that investors lose as much asRead More…
I am no longer an advocate of elaborate techniques of security analysis in order to find superior value opportunities. This was a rewarding activity, say 40 years ago, when Graham and DoddRead More…